
How we think about supply-side moats in a world where code costs nothing
Arjun Malhotra & Amani Chowdhry
Sep 17, 2026
By Arjun Malhotra & Amani Chowdhry
Sep 16, 2025

Venture capital firms see countless insights daily: patterns spotted in portfolio reviews, interesting conversations with founders, regulatory changes, macro trends, and academic research. Today, we're pulling back the curtain to show you exactly how we communicate and build on ideas at Good Capital. We’ll illustrate how we inculcate AI applications in practice and show you how this newsletter is created.
The challenge isn't generating ideas; it's capturing, synthesising, and channeling them into coherent communication that serves different audiences.
Most teams struggle with this coordination layer. We try to treat this as a workflow design problem, not necessarily a content problem. Our approach solves three critical challenges most content teams face:
The whole system works because it amplifies what we're already good at rather than trying to replace it. We still do all the thinking and creating - we just don't get bogged down in the coordination anymore.
We begin each quarter by discussing the 3-4 key ideas that we feel strongly about and want to communicate. These quarterly narratives become the strategic framework that guides every piece of content we create.
Within this framework, our content ideas emerge from five distinct human activities:

On the distribution side, we have dedicated Claude projects for each of our audiences, one each for LPs, one for founder-specific communications, and one for social media. Each project has become a specialised AI collaborator with a deep understanding of its specific audience & format requirements.
Each project has the data of:
This systematic foundation - quarterly narratives, ongoing idea generation, and specialised AI infrastructure - creates the backbone for everything we publish. But having great ideas and smart AI systems is only half the story.
In the next part, we'll show you how these captured ideas and AI collaborators work together in practice: how we evaluate which ideas fit which audiences, and the actual back-and-forth process that turns meeting discussions, insights, and research into the newsletters you read.

Arjun Malhotra & Amani Chowdhry
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